Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • General Securities Representative, Series 7, 1991
  • Uniform Investment Advisor Law, Series 65, 2001
  • Uniform Securities Agent State Law, Series 63, 1991
  • General Securities Principal, Series 24, 1996
  • General Securities Sales Supervisor, Series 8, 1995
  • Health, Life, Variable Life and Annuities License, KY Dept of Ins., 2002

Interests

  • I play Tennis and Golf and have recently started Cycling.
  • Was a Weightlifter for The University of Oklahoma

Community participation

  • Member of St. Patrick Church

Awards & recognition

  • Ameriprise Circle of Success, 2004-2009, 2013-2014

Previous experience

  • Ameriprise Financial Services, Inc. Financial Advisor, Associate Vice President, 1992-Present
  • Merrill Lynch, Financial Advisor, 1990-1992